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WisdomTree US SmallCap Earnings Fund
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Overview Fund Activity

111 hedge funds and large institutions have $295M invested in WisdomTree US SmallCap Earnings Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
38
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$5.56M
2
UBS Group
2
UBS Group
Switzerland
$34.1M
3
RJA
3
Raymond James & Associates
Florida
$2.44M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$13.8M
5
Creative Planning
5
Creative Planning
Kansas
$1.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.9M
3
LW
3
Linscomb Wealth
Texas
$18.7M
4
Citigroup
4
Citigroup
New York
$417K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$1.7M +$583K +12,053 +52%
AW
27
ACG Wealth
Georgia
$1.66M +$580 +12 +0%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.64M -$50.9K -1,053 -3%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$1.51M -$9.81K -203 -0.6%
OPW
30
Oxler Private Wealth
New York
$1.38M +$213K +4,409 +18%
KAS
31
Kestra Advisory Services
Texas
$1.18M +$247K +5,113 +27%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.17M -$40.5K -837 -3%
IF
33
Intrua Financial
Texas
$1.1M +$296 +6 +0%
HWM
34
Howard Wealth Management
Connecticut
$1.06M – – –
FHC
35
First Heartland Consultants
Missouri
$999K -$168K -3,478 -14%
MIC
36
Means Investment Company
Maine
$934K +$1.11K +23 +0.1%
MWP
37
Moller Wealth Partners
$897K -$1.02K -21 -0.1%
DC
38
Davenport & Co
Virginia
$841K +$128K +2,640 +18%
PAG
39
Private Advisor Group
New Jersey
$824K +$135K +2,783 +20%
MIAN
40
Mariner Independent Advisor Network
Kansas
$786K -$86.9K -1,797 -10%
SWP
41
Stratos Wealth Partners
Ohio
$754K +$7.44K +154 +1%
Goldman Sachs
42
Goldman Sachs
New York
$726K – – –
SAM
43
S.A. Mason
Michigan
$714K – – –
AWA
44
Arkadios Wealth Advisors
Georgia
$702K -$35.1K -726 -5%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$683K -$1.55K -32 -0.2%
CF
46
Centaurus Financial
California
$676K +$435K +8,994 +180%
AAS
47
Avantax Advisory Services
Texas
$670K +$532 +11 +0.1%
HIS
48
Harvest Investment Services
Illinois
$654K +$24.8K +514 +4%
CCA
49
Clearwater Capital Advisors
Illinois
$606K -$85.6K -1,772 -12%
Legacy Financial Group (Iowa)
50
Legacy Financial Group (Iowa)
Iowa
$575K -$165K -3,420 -22%
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